Sara Kula is a financial advisor at Edelman Financial Engines with six years of industry experience. She holds a Series 65 designation and has previously worked at Edward Jones and Financial Engines Advisors, L.L.C. Prior to her advisory career, she was employed at Macy's and studied at Texas Tech University. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, supports a large client base through advisor-led and online offerings, and offers sub-advisory services to other financial institutions.

Nicholas Sampl is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at United Scripts, McKesson, and Ameristar Casino. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations across a broad range of planning topics. The firm separates its planning service from managed accounts and emphasizes ongoing review without discretionary trading authority.

Christine Norton is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to that, she held various roles in healthcare-related organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options with a nationwide network of over 23,000 advisors.

Allison Wilson is a CFP® with six years of industry experience currently with Raymond James Financial Services Advisors, Inc. She previously worked at Allen Independent School District for 12 years. Outside of her advisory role, she serves on the finance committee of The Cross Church in Wylie, TX. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by advanced analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Sydney Abraham is a financial advisor with LPL Financial based in Plano, TX, holding a Series 65 designation and seven years of industry experience. Prior to joining LPL Financial in 2023, he worked at Calton & Associates, Inc. for seven years. He is co-owner of Ledger Ladies LLC, a tax preparation and accounting service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios and research from multiple sources.

John Potts is a financial advisor at OSAIC with 49 years of industry experience. He holds the CFP® and Series 63 designations and has worked previously at SagePoint Financial and Signature Planning Inc, where he serves as president. Signature Planning Inc operates as a tax entity and covers some of his business expenses. OSAIC serves a wide range of retail and institutional clients, offering brokerage and investment advisory services through a broad network of advisers. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Cathy Grimes is a financial advisor with Ameriprise in The Colony, TX, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its related entities since 1998. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Aaron Becker is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. His career includes roles at Prudential Insurance Company of America and PRUCO Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, third-party asset management, and a variety of brokerage and insurance products through its integrated advisory and brokerage platform.

Jason Besly is a financial advisor at Edward Jones in Frisco, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at the US Census Bureau and held roles in various companies including Novel Therapy LLC and Nexeo Solutions LLC. He is a managing member of Novel Therapy LLC, a mental health business, which is operated by his wife under a family trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with a nationwide network of more than 23,700 advisors.

Erick Carlos is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Wells Fargo, and VisionPoint Advisory Group. Outside of his advisory work, he serves as CEO of NEC Capital, LLC and is the owner of Texas Private Wealth Insurance Group, which provides various insurance services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofits. The firm provides tailored, non-discretionary advisory services using risk profiling and modeling tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Matthew Gournay is a CFP® with 35 years of industry experience, currently serving with LPL Financial since 2020. Prior to joining LPL, he worked at Woodbury Financial Services for five years. He is also involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and consulting services supported by proprietary research and third-party subadvisors.

Seth Sartain is a CFP® with six years of industry experience, currently serving as a financial advisor at LPL Financial in Allen, TX. Prior to his current role, he worked with Ricker Retirement Specialists and Elite Financial Management, both affiliated with LPL Financial, and spent six years with Lovejoy Independent School District. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Heather Mc Daniel is a financial advisor with Equitable Advisors in Plano, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Equitable Advisors since 2017 and previously held a position at Axa Advisors, LLC. In addition to her advisory practice, she serves as Marketing Director for the LPGA Amateur Golf Association Executive Women’s Golf Association and is a managing partner of GEM Wealth LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual and institutional clients, utilizing a network of Investment Adviser Representatives and third-party asset managers to implement tailored investment strategies.

Jeffrey Minucci is a CFP® professional with 25 years of experience in the financial services industry. He currently works with LPL Financial and has previously been associated with Securities America Advisors and OSAIC. Outside of his advisory role, he is a business owner of Pet Evolution. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management as well as model portfolios and research from multiple sources.

Gerald Pierce is a CFP® professional with 27 years of experience in the financial industry. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Qingyi Mark Liang is a financial advisor with Cetera, holding a Series 66 credential and 16 years of industry experience. He has been with Cetera and its affiliated entities since 2015 and is based in Plano, TX. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management services and operates as a multi-manager platform, allowing advisors to use affiliated or third-party managers or develop custom strategies across various program structures and custodial relationships.

Richard Stevens is a financial advisor with Edward Jones in McKinney, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Stevens previously owned STEVECORP, INC., a Maaco auto paint and bodywork business that was closed and sold in 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of advisors and branch offices.

Kenneth Poskey is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His work history includes roles at Cetera Investment Services LLC, Regions Bank, Elliott Electric Supply, and Texas A&M University. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and retirement services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Jeffrey Bellinghausen is a financial advisor with Ameriprise in Richardson, TX, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in managing his own advisory business through JKB Alliance LLC and participates in a business ownership venture that rents office space. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income services that provide detailed planning and advice focused on income reliability and tax-efficient withdrawal strategies.

Kevin Pittman is a financial advisor with Ameriprise in Prosper, TX, holding a Series 63 designation and over 34 years of industry experience. He has been with Ameriprise since 1991. Outside of his advisory role, he owns and manages a family real estate business and operates Pittman Financial Planning, LLC. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.